Remote Financial Client Success Specialist

Lever, Inc.; Tucson (AZ); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing team member for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, and a schedule you can build around real life.

This position emphasizes clear communication, independence, and openness to a proven process, with training and leadership involvement to help families.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team, leveraging tools and mentorship to assist clients.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing team member for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, and a schedule you can build around real life.

This position emphasizes clear communication, independence, and openness to a proven process, with training and leadership involvement to help families.